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Accounting and Management | Internal Control | HR | Safety | Projects | Sales |

Policy and Procedure Manual Templates

Copedia provides businesses, nonprofits and governments the tools, text, and framework for implementing an organized and integrated system of standard operating policies and procedures using templates. Our templates download in MS Word and Excel for quick and easy customization. Copedia includes the content and spreadsheets required for developing policies and procedures with strong internal control. Copedia also helps businesses and nonprofits pursuing the highest level of corporate governance, including those wanting accreditations, certifications, ISO, Sarbanes-Oxley Act, audit, or board compliance. Our templates are easy to work with and can be modified to make your own company manuals.

Our templates are also easily incorporated into Copedia Apps.

Copedia Templates

Accounting and Management

Make an Accounting Manual, Management Handbook, or Office Manual easily with templates.

Develop your company manual as an integrated system of Standard Operating Procedures with this template library. Board Governance with corporate policies and procedures. Risk Management policies and procedures with evaluation tools. Business and Strategic Planning Templates. Forecasting and Capital Budgeting.

A template library including business policies, procedures, accounting flowcharts. Spreadsheet tools and internal controls covering Cash, Checks, AP Accounts Payable, Payroll, Purchasing, AR Accounts Receivable, GL General Ledger, Ethics, Code of Conduct, Email, Fraud, Division of Duties, Job Cost, Projects, Office Tasks, Risk Management, Planning, Sales, Best Practices, Benchmarking, and more.

Internal Controls

Internal Control policy template and checklists with Excel spreadsheet evaluation tools. Internal control procedures for accounting, management, HR, safety, grants, projects and sales.

Human Resources

Easily make Payroll, Employee, and Human Resource Policies and Procedures Manuals. Templates of company policies and procedures with forms. Also includes hiring and terminating procedures.

Safety Program

Complete Safety Program. Construction and office versions. Comply with OSHA. Complete with company policies, procedures handbooks, manuals, forms, and Training Aids.

Project Management

Ideal for project managers. Includes guidelines for the PM process, estimating and PM checklists, forms, supervisor handbook, and more. Easily develop a project handbook.

Sales Manual Pro

Sales Manual Pro - Sales and pipeline management for individuals and sales teams.


SOX Templates. SOX404Lite is a library of templates for compliance with the Sarbanes-Oxley Act.

Standard SOP Templates

Easlily create a SOP template. Standard business policies and procedures template formats and styles. Includes 25 sample templates.


Business laws that should be read by every senior manager. Included with all products.

Compliance, Certifications, Accreditations

Copedia also provides a correct framework for compliance with ISO certification, Accreditations, Board requirements, and other government agency type audits which require that you have documented corporate policies and procedures, an internal control system, and an integrated risk management framework. The Copedia compliance templates and internal control evaluation tools, policy and procedures, and checklists provide the tools you need.

Contact us directly regarding our consultative solutions.

Templates Download in Word and Excel

All Templates download in MS Word and Excel for easy customization.

Apps for Business

Based on our template sets we can develop customized solutions for individual client needs.

Apps focus on the end user. For each app we consider your business thoroughly and help develop a strategy to achieve your objectives. Once we understand your needs, and you understand the possibilities, we build you a WebOffice Studio.

A WebOffice Studio is a virtual workplace where you create, collaborate, train and promote using apps, content and video. This is a cloud based solution which includes apps and videos for managing and promoting your business. Our apps are easy to customize and you can add your content by copy and paste.


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